Boys & Girls Clubs of South Puge 401(k) match, vesting and fees
What Boys & Girls Clubs of South Puge's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Lpl Financial Corporation Rpcp | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Boys & Girls Clubs of South Puge: employer contribution per participant | $517 | |
| Peer median | $1,803 |
| Boys & Girls Clubs of South Puge: average balance | $20,541 | |
| Peer median | $48,934 |
| Boys & Girls Clubs of South Puge: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.8M at the end of plan year 2021 to $3.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 161 | $3.2M | $81K | $517 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 223 | $2.7M | $79K | $383 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 100 | $2.5M | $125K | $1,263 | 0.66% | Not published | 5500-SF ↗ |
| 2021 | 80 | $2.8M | $129K | $1,659 | 0.69% | Not published | 5500-SF ↗ |
Common questions
Does Boys & Girls Clubs of South Puge match 401(k) contributions?
The match terms for the Boys & Girls Clubs of South Puget Sound 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $81K in employer contributions, about $517 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Boys & Girls Clubs of South Puge 401(k) match vested?
The vesting schedule for the Boys & Girls Clubs of South Puget Sound 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Boys & Girls Clubs of South Puge 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Lpl Financial Corporation Rpcp. The plan administrator is Boys & Girls Clubs of South Puge.
I left Boys & Girls Clubs of South Puge. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Boys & Girls Clubs of South Puge, (253) 502-4631) or the recordkeeper, Lpl Financial Corporation Rpcp. The Boys & Girls Clubs of South Puge old 401(k) page lists the contacts from every plan filing. Find an old Boys & Girls Clubs of South Puge 401(k)
Data from the public Form 5500 annual reports Boys & Girls Clubs of South Puge filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Boys & Girls Clubs of South Puge. Not financial advice. Report a correction · Methodology